| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,925,487 | 24,743,000 | 26.49% | ||
| 2 | MORGAN STANLEY | 1,597,119 | 20,523,000 | 21.97% | ||
| 3 | Invesco Ltd. | 752,129 | 9,665,000 | 10.35% | ||
| 4 | Advisors Asset Management, Inc. | 608,460 | 7,819,000 | 8.37% | ||
| 5 | GUGGENHEIM CAPITAL LLC | 564,118 | 7,249,000 | 7.76% | ||
| 6 | LPL Financial LLC | 207,177 | 2,666,000 | 2.85% | ||
| 7 | WELLS FARGO & COMPANY/MN | 163,916 | 2,107,000 | 2.26% | ||
| 8 | BANK OF NOVA SCOTIA | 123,193 | 1,583,000 | 1.69% | ||
| 9 | Commonwealth Equity Services, Inc | 108,705 | 1,397,000 | 1.50% | ||
| 10 | 1832 Asset Management L.P. | 100,000 | 1,293,000 | 1.38% | ||
| 11 | COLDSTREAM CAPITAL MANAGEMENT INC | 97,335 | 1,251,000 | 1.34% | ||
| 12 | UBS Group AG | 86,466 | 1,111,000 | 1.19% | ||
| 13 | COHEN & STEERS, INC. | 64,524 | 829,000 | 0.89% | ||
| 14 | Stratos Wealth Partners, LTD. | 63,110 | 811,000 | 0.87% | ||
| 15 | STIFEL FINANCIAL CORP | 60,373 | 777,000 | 0.83% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 58,021 | 746,000 | 0.80% | ||
| 17 | ROYAL BANK OF CANADA | 47,317 | 608,000 | 0.65% | ||
| 18 | Cetera Advisor Networks LLC | 42,702 | 551,000 | 0.59% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 39,790 | 511,000 | 0.55% | ||
| 20 | AVIANCE CAPITAL MANAGEMENT, LLC | 38,277 | 492,000 | 0.53% | ||
| 21 | RMR Advisors LLC | 35,188 | 452,000 | 0.48% | ||
| 22 | Dana Investment Advisors, Inc. | 33,783 | 434,000 | 0.46% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 32,553 | 418,000 | 0.45% | ||
| 24 | EATON VANCE MANAGEMENT | 31,750 | 408,000 | 0.44% | ||
| 25 | SUNTRUST BANKS INC | 31,190 | 400,000 | 0.43% | ||
| 26 | DOLIVER ADVISORS, LP | 29,768 | 383,000 | 0.41% | ||
| 27 | Formidable Asset Management, LLC | 24,271 | 324,000 | 0.35% | ||
| 28 | Bank of New York Mellon Corp | 20,041 | 258,000 | 0.28% | ||
| 29 | HOLLENCREST CAPITAL MANAGEMENT | 19,576 | 252,000 | 0.27% | ||
| 30 | M&T BANK CORP | 19,470 | 250,000 | 0.27% | ||
| 31 | Sigma Planning Corp | 18,818 | 242,000 | 0.26% | ||
| 32 | BB&T SECURITIES, LLC | 18,580 | 238,000 | 0.25% | ||
| 33 | SeaBridge Investment Advisors LLC | 17,300 | 222,000 | 0.24% | ||
| 34 | DOMANI WEALTH, LLC | 15,500 | 199,000 | 0.21% | ||
| 35 | KEYBANK NATIONAL ASSOCIATION/OH | 14,800 | 190,000 | 0.20% | ||
| 36 | NATIONAL PLANNING CORP | 13,057 | 172,000 | 0.18% | ||
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13,005 | 167,000 | 0.18% | ||
| 38 | Cypress Capital Management LLC (WY) | 12,580 | 161,653 | 0.17% | ||
| 39 | WEDBUSH SECURITIES INC | 12,460 | 160,000 | 0.17% | ||
| 40 | US BANCORP \DE\ | 12,058 | 155,000 | 0.17% | ||
| 41 | PNC FINANCIAL SERVICES GROUP, INC. | 10,889 | 139,000 | 0.15% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 10,569 | 136,000 | 0.15% | ||
| 43 | Steigerwald, Gordon & Koch Inc. | 10,000 | 129,000 | 0.14% | ||
| 44 | IFP ADVISORS, INC | 6,683 | 86,000 | 0.09% | ||
| 45 | NEXT Financial Group, Inc | 5,729 | 73,000 | 0.08% | ||
| 46 | Creative Planning | 5,521 | 71,000 | 0.08% | ||
| 47 | MOSAIC FAMILY WEALTH, LLC | 4,761 | 62,000 | 0.07% | ||
| 48 | HIGH POINT BANK & TRUST CO | 4,330 | 56,000 | 0.06% | ||
| 49 | BANK OF MONTREAL /CAN/ | 4,000 | 51,000 | 0.05% | ||
| 50 | ADVISOR GROUP, INC. | 4,115 | 51,000 | 0.05% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
